See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,920 | $105,126-47.8% | $94,646-42.0% | $139,434-60.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.47% | 38.03%-16.6pp | 156.71%-135.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $5,584 | $4,106+36.0% | $3,672+52.1% | $4,751+17.5% |
| Participant deferral / active EE | $11,559 | $7,599+52.1% | $7,418+55.8% | $6,710+72.3% |
| Admin fee / account holder | $42 | $8,984-99.5% | $7,231-99.4% | $11,403-99.6% |